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Xcel Energy (XEL) Institutional Ownership

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$71.91 -0.19 (-0.26%)
Closing price 03:59 PM Eastern
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$71.90 -0.02 (-0.02%)
As of 04:11 PM Eastern
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Institutional Ownership Changes (13F Filings) for Xcel Energy (NASDAQ:XEL)

Current
Institutional Ownership
Percentage
78.38%
Number of
Institutional Buyers
(last 12 months)
689
Total
Institutional Inflows
(last 12 months)
$5.01B
Number of
Institutional Sellers
(last 12 months)
421
Total
Institutional Outflows
(last 12 months)
$3.01B
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XEL Institutional Buying and Selling by Quarter

Xcel Energy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH307,292$20.75M0.0%N/A0.054%
2/28/2025 Employees Retirement System of Texas59,510$4.02M0.0%-13.7%0.010%
2/27/2025Jefferies Financial Group Inc.19,620$1.33M0.0%N/A0.003%
2/25/2025 B. Riley Wealth Advisors Inc.8,849$597K0.0%-5.6%0.002%
2/24/2025 Ameriflex Group Inc.8,914$599K0.3%N/A0.002%
2/24/2025 Challenger Wealth Management4,000$270K0.2%N/A0.001%
2/21/2025 Ascent Group LLC12,871$869K0.1%+160.2%0.002%
2/21/2025 Vermillion Wealth Management Inc.16,090$1.09M0.6%N/A0.003%
2/20/2025 Mackenzie Financial Corp144,325$9.75M0.0%-24.1%0.025%
2/19/2025 Toronto Dominion Bank326,955$22.08M0.0%-2.8%0.057%
2/19/2025 GF Fund Management CO. LTD.108,832$7.35M0.2%N/A0.019%
2/19/2025 Public Employees Retirement System of Ohio260,647$17.60M0.1%+5.1%0.045%
2/18/2025 Sunbelt Securities Inc.2,310$156K0.0%-6.7%0.000%
2/18/2025 GTS Securities LLC6,354$429K0.0%-15.0%0.001%
2/18/2025 Vise Technologies Inc.9,164$619K0.1%+68.6%0.002%
2/18/2025 Mosaic Family Wealth Partners LLC10,979$741K0.1%+3.2%0.002%
2/18/2025 CSS LLC IL5,920$400K0.0%N/A0.001%
2/18/2025 PharVision Advisers LLC5,820$393K0.3%N/A0.001%
2/18/2025 Principal Street Partners LLC92,991$6.28M1.2%+0.9%0.016%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,514,571$169.78M0.0%+12.0%0.438%
2/17/2025 USS Investment Management Ltd137,978$9.32M0.1%-21.8%0.024%
2/17/2025 Voloridge Investment Management LLC125,907$8.50M0.0%N/A0.022%
2/17/2025 Waverly Advisors LLC8,096$547K0.0%+83.8%0.001%
2/17/2025 Worldquant Millennium Advisors LLC205,441$13.87M0.1%-80.1%0.036%
2/17/2025 Woodline Partners LP34,486$2.33M0.0%N/A0.006%
2/17/2025 Zimmer Partners LP3,667,200$247.61M4.3%+1,625.7%0.639%
2/17/2025 iSAM Funds UK Ltd4,437$300K0.2%N/A0.001%
2/17/2025 Vennlight Capital Management LP153,000$10.33M9.8%N/A0.027%
2/17/2025 Vident Advisory LLC14,673$991K0.0%+7.5%0.003%
2/17/2025 Sourcerock Group LLC163,445$11.04M0.8%+400.0%0.028%
2/17/2025 Wexford Capital LP27,591$1.86M0.3%N/A0.005%
2/17/2025 Two Sigma Advisers LP638,100$43.09M0.1%+140.0%0.111%
2/17/2025 Two Sigma Investments LP909,412$61.40M0.1%+78.4%0.158%
2/17/2025 Tidal Investments LLC20,186$1.36M0.0%+8.9%0.004%
2/17/2025 Teza Capital Management LLC8,243$557K0.1%-65.4%0.001%
2/17/2025 State of Wyoming1,620$109K0.0%-65.4%0.000%
2/17/2025 Toronto Dominion Bank326,955$22.08M0.0%-2.8%0.057%
2/17/2025 Scissortail Wealth Management LLC3,649$246K0.1%+91,125.0%0.001%
2/17/2025 Snowden Capital Advisors LLC15,460$1.04M0.0%-2.4%0.003%
2/17/2025 Siemens Fonds Invest GmbH92,047$6.22M0.3%+169.1%0.016%
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2/17/2025 Shell Asset Management Co.26,617$1.80M0.1%-22.1%0.005%
2/17/2025 Sherbrooke Park Advisers LLC12,218$825K0.3%+144.8%0.002%
2/17/2025 SIR Capital Management L.P.160,425$10.83M1.1%-10.6%0.028%
2/17/2025 Royal Bank of Canada3,225,852$217.81M0.0%+10.1%0.562%
2/17/2025 Rafferty Asset Management LLC255,150$17.23M0.1%+3.2%0.044%
2/17/2025 Point72 Asset Management L.P.1,829,425$123.52M0.3%+187.0%0.319%
2/17/2025 ProShare Advisors LLC762,786$51.50M0.1%-38.7%0.133%
2/17/2025 Quantinno Capital Management LP141,942$9.58M0.1%+60.6%0.025%
2/17/2025 Mufg Securities Americas Inc.8,478$572K0.1%N/A0.001%
2/17/2025 Man Group plc33,608$2.27M0.0%-89.3%0.006%
2/17/2025 Nissay Asset Management Corp Japan ADV203,776$13.89M0.1%+9.1%0.035%
2/17/2025 Nomura Holdings Inc.62,856$4.24M0.0%-79.2%0.011%
2/17/2025 Nearwater Capital Markets Ltd193,963$13.10M0.4%N/A0.034%
2/17/2025 NorthRock Partners LLC20,187$1.36M0.0%+42.9%0.004%
2/17/2025 Nuveen Asset Management LLC2,085,941$140.84M0.0%-4.5%0.363%
2/17/2025 Occudo Quantitative Strategies LP24,125$1.63M0.3%N/A0.004%
2/17/2025 OMERS ADMINISTRATION Corp23,173$1.57M0.0%+20.5%0.004%
2/17/2025 OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC 237,610$16.04M1.3%N/A0.041%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.438,059$29.58M0.1%+11.5%0.076%
2/17/2025 Lazard Asset Management LLC381,731$25.77M0.0%+6.0%0.066%
2/17/2025 Laird Norton Wetherby Wealth Management LLC7,153$483K0.0%+4.7%0.001%
2/17/2025 Investment Management Corp of Ontario88,291$5.96M0.2%+380.0%0.015%
2/17/2025 Janus Henderson Group PLC4,022,085$271.58M0.1%+379.3%0.700%
2/17/2025Jefferies Financial Group Inc.19,620$1.33M0.0%N/A0.003%
2/17/2025 Hudson Bay Capital Management LP540,138$36.47M0.1%+45.8%0.094%
2/17/2025 Focus Partners Wealth55,397$3.74M0.0%+68.0%0.010%
2/17/2025 Ensign Peak Advisors Inc336,433$22.72M0.0%+28.5%0.059%
2/17/2025 Ethic Inc.23,030$1.56M0.0%+55.0%0.004%
2/17/2025 Deutsche Bank AG1,339,516$90.44M0.0%-42.8%0.233%
2/17/2025 Dean Capital Management27,270$1.84M0.8%+18.6%0.005%
2/17/2025 EP Wealth Advisors LLC8,026$542K0.0%-8.4%0.001%
2/17/2025 Colonial Trust Co SC2,871$194K0.0%+14.0%0.000%
2/17/2025 Cresset Asset Management LLC10,736$725K0.0%-77.0%0.002%
2/17/2025 Crestline Management LP136,449$9.21M0.3%+752.8%0.024%
2/17/2025 Cetera Investment Advisers157,193$10.61M0.0%+9.0%0.027%
2/17/2025 BOKF NA28,601$1.81M0.0%-0.8%0.005%
2/17/2025 BROOKFIELD Corp ON 2,802,467$189.22M1.2%+11.7%0.488%
2/17/2025 Captrust Financial Advisors106,356$7.18M0.0%+7.0%0.019%
2/17/2025 Cary Street Partners Financial LLC2,707$183K0.0%N/A0.000%
2/17/2025 BW Gestao de Investimentos Ltda.22,748$1.54M0.0%N/A0.004%
2/17/2025 Baird Financial Group Inc.30,259$2.04M0.0%+2.3%0.005%
2/17/2025 Beck Bode LLC251,116$16.96M3.1%+7.6%0.044%
2/17/2025 Bank of America Corp DE20,762,745$1.40B0.1%+43.6%3.616%
2/17/2025 Benjamin Edwards Inc.16,605$1.12M0.0%+1.1%0.003%
2/17/2025 BNP Paribas Financial Markets1,544,114$104.26M0.1%+53.7%0.269%
2/17/2025 Algert Global LLC35,061$2.37M0.1%-10.5%0.006%
2/17/2025 Ameriprise Financial Inc.2,294,909$154.96M0.0%-0.1%0.400%
2/17/2025 Alteri Wealth LLC3,068$207K0.1%N/A0.001%
2/17/2025 Ancora Advisors LLC2,590$175K0.0%-18.3%0.000%
2/17/2025 Aptus Capital Advisors LLC40,985$2.77M0.0%+251.8%0.007%
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2/17/2025 Aristotle Capital Management LLC13,482,046$910.31M1.8%-1.6%2.348%
2/17/2025 AXA S.A.58,304$3.94M0.0%-3.2%0.010%
2/14/2025 Mercer Global Advisors Inc. ADV81,718$5.52M0.0%+14.4%0.014%
2/14/2025 Itau Unibanco Holding S.A.769$52K0.0%N/A0.000%
2/14/2025 Keel Point LLC3,178$215K0.0%-12.6%0.001%
2/14/2025 Freestone Grove Partners LP9,857$666K0.0%N/A0.002%
2/14/2025 Triumph Capital Management4,092$276K0.1%-20.3%0.001%
2/14/2025 Comerica Bank148,645$10.04M0.0%-7.7%0.026%
2/14/2025 Voleon Capital Management LP3,797$256K0.0%N/A0.001%
2/14/2025 Utah Retirement Systems95,398$6.44M0.1%+3.8%0.017%
(Data available from 1/1/2016 forward)

XEL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XEL shares?

During the previous two years, 1,123 institutional investors and hedge funds held shares of Xcel Energy. The most heavily invested institutionals were Vanguard Group Inc. ($4.99B), BlackRock Inc. ($3.11B), State Street Corp ($2.45B), Bank of America Corp DE ($1.40B), Price T Rowe Associates Inc. MD ($1.33B), JPMorgan Chase & Co. ($1.30B), and Massachusetts Financial Services Co. MA ($1.19B).Learn more on XEL's institutional investors.

What percentage of Xcel Energy stock is owned by institutional investors?

78.38% of Xcel Energy stock is owned by institutional investors. Learn more on XEL's institutional investor holdings.

Which institutional investors have been buying Xcel Energy stock?

Of the 964 institutional investors that purchased Xcel Energy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($9.70M), Massachusetts Financial Services Co. MA ($7.35M), Price T Rowe Associates Inc. MD ($6.68M), Bank of America Corp DE ($6.31M), Zimmer Partners LP ($4.34M), Janus Henderson Group PLC ($3.96M), and FMR LLC ($3.58M).

How much institutional buying is happening at Xcel Energy?

Institutional investors have bought a total of 127,500,168 shares in the last 24 months. This purchase volume represents approximately $8.63B in transactions.

Which Xcel Energy major shareholders have been selling company stock?

Of the 625 institutional investors that sold Xcel Energy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($8.70M), Magellan Asset Management Ltd ($5.85M), Wells Fargo & Company MN ($4.38M), Ameriprise Financial Inc. ($4.34M), Deutsche Bank AG ($3.06M), Victory Capital Management Inc. ($2.98M), and Massachusetts Financial Services Co. MA ($2.91M).

How much institutional selling is happening at Xcel Energy?

Institutional investors have sold a total of 89,711,637 shares in the last 24 months. This volume of shares sold represents approximately $5.95B in transactions.



This page (NASDAQ:XEL) was last updated on 3/3/2025 by MarketBeat.com Staff
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